Stop Using Apple Notes for Your Business 🛑

Are your business notes scattered across Apple Notes, Google Docs, and random sticky notes?
If you feel "scattered," it’s time to organize your business into specific areas.
In this clip, Diana Lunzer (Productivity Strategist) identifies the top 3 areas every health coach needs to systematize immediately: Meeting Notes, Marketing Calendars, and Client Workflows.
We discuss how moving from "chaos" to "systems" in these areas doesn't just save you time, it actually improves your client experience and leads to more referrals.

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⭐ MEET OUR GUEST
Diana Lunzer is a Productivity & Systems Expert, and a Certified Notion Consultant.
Diana turns founders into productive powerhouses so they can create their 7-figure empire.
She is a 2x founder on a mission to help fellow ambitious business owners who feel overwhelmed as they scale their companies.
Diana uncovers your productivity gaps and system inefficiencies, then uses tools like Notion, Zapier, and Manychat to help your business scale with more organization, peace, and profit.

Find more from Diana Lunzer here:
Website: https://dianalunzer.com/
Instagram:   / dianalunzer  
YouTube:    / @dianalunzer  

✨ WHAT YOU'LL DISCOVER IN THIS VIDEO:
• The "Meeting Note" Mess: Why you need a centralized database for notes (not just random apps).
• Marketing Systems: How to organize your content calendar so you aren't posting on the fly.
• Client Workflows: Mapping the journey from "Lead" to "Onboarded Client" to ensure no one falls through the cracks.
•The Referral Engine: How a smooth backend system creates a client experience that generates referrals.

⭐ MEMORABLE QUOTE:
."If people have a good experience with you, it is going to grow your business... That's how you get referrals."

📺 WATCH NEXT:
• Full Episodes:    • Fuel The Flow Podcsat  
• Short Clips for Quick Tips:    • Fuel The Flow Short Clips  
• Quick Fix Shorts:    • Fuel The Flow Shorts  

⏳ CHAPTERS:
00:00 Intro: Where to Start Systematizing?
00:08 Area 1: Meeting Notes (Stop Using Apple Notes!)
01:30 Area 2: Marketing & Content Calendars
01:52 Area 3: Client Workflows (Leads to Onboarding)
02:10 Why Client Experience = More Referrals
02:25 Wellness Vault Promo
02:53 Conclusion

#FuelTheFlow #OrganizeMyCoachingBusiness #BusinessSystems #SolopreneurTips #ClientOnboarding #DianaLunzer #WellnessVault

⭐ ABOUT VALERIE
Valerie Feghali is a physical therapist turned software CEO, business coach, and founder of Wellness Vault. She knows the struggle of burnout firsthand, remembering the nights spent working until 2 a.m., exhausted by client work and frustrated that her dream career was turning into a nightmare. That experience became her mission: to empower fellow health and wellness coaches to escape the same exhausting cycle. Through the Fuel The Flow podcast and her done-for-you resources, she gives coaches the strategies and tools they need to scale their income and impact, without sacrificing their lives to do it.

⭐ CONNECT WITH VALERIE
Instagram:   / v.feghali  
The Wellness Vault: https://wellnessvault.com/

Disclaimer:
The Fuel The Flow Podcast is for educational purposes only and is based on the lived experiences of Valerie and her guests. Please consult with a professional for your specific needs.